Remove Communication Remove Document Remove Valuation
article thumbnail

Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

article thumbnail

Weekly Market Insights – February 12, 2024

Cornerstone Financial Advisory

Here are a few tips to help you prepare in case anything happens: Update Your Family’s Emergency Plans: Your emergency plans can include knowing where to go, where you keep all necessary documents and possessions, and what you need to be prepared for. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Insights – January 1, 2024

Cornerstone Financial Advisory

Keep in mind the IRS recommends that taxpayers keep copies of their returns and any documentation for at least three years after filing: Ask your software provider or tax preparer. This document partially masks personally identifiable information such as names, addresses, and Social Security numbers. Order a tax transcript.

Taxes 104
article thumbnail

Present at the Creation: Early-Stage Venture Capital

Brown Advisory

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

article thumbnail

Weekly Market Insights – October 9, 2023

Cornerstone Financial Advisory

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 105
article thumbnail

12 Best Paying Jobs in Finance in 2023

Good Financial Cents

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. This is referred to as financial statement analysis: a comprehensive review of key financial documents to assess a company’s effectiveness.

article thumbnail

Weekly Market Insights – October 16, 2023

Cornerstone Financial Advisory

The right to challenge the IRS’ position and be heard: You have the right to object to IRS actions and provide further justification with documentation. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 105